Defining Contacts Tab Filters

Kayla M.

Updated

Learn about each Filter available in your Contacts tab to help you create segments and narrow your results in your list.


In this article:


What are Contacts tab filters?

First, let's review what the Contacts tab is.

The Contacts tab is your powerful, organizational tool to help you manage the information for your contacts.

In other words, the Contacts tab is your built-in Customer Relationship Management System (CRM) on Kajabi.

Learn more about the Contacts tab.

With Kajabi, all of your contacts are added to a single list to easily view, access, and manage their accounts.

With the Contacts tab you can manage existing contacts with Segments and Filters and add new contacts to your site.

Filters on the Contacts tab help you manage and narrow down your list by various topics or categories.

This is a great way to manage their accounts and create Segments.

Learn about segments.

Creating filters require you to select:

  • Category: a specific division or category on Kajabi (e.g., Email Activity).
  • Conditional: dynamic requirements or conditions specific to the category selected.
  • Value: the specified parameter for the Category and Conditional.

To filter your list:

  • Open the Contacts tab from the Dashboard.
  • Click Filters.
  • Select your CategoryConditional, and Value:


Contacts Tab Filters

Filter by: 

Assessment Email Activity Forms Tags
Contacts Email Broadcast Marketing Status  
Coupon Email Engagement Customers  
Custom Fields Email Sequence Offers  
Default Fields Events Products  

Assessment

With the Assessment filter you can narrow down your list to display results specific to your Assessment.

Learn more about Assessments.

Conditional settings

With Assessments you can set a conditional setting for: 

  • Completed
  • Passed
  • Failed

Learn to enable automatic grading.

And the Value will be any Assessment(s) you have created on your site.


Contacts

With the Contact filter you can display results specific to your contacts.

Learn more about contacts.

Conditional setting

With the Contact filter you can set a conditional setting:

  • Contact was added
  • Contact was not added
  • Contact is hidden

Specify the date range by selecting the value:

  • 7 Days
  • 15 Days
  • 30 Days
  • 60 Days
  • 90 Days

Coupon

With the Coupon filter you can display results specific to Coupons used on your site.

Learn more about creating coupons.

Conditional setting

With the coupon filter you can set a conditional setting for:

  • Coupon used

And the Value will be any Coupon(s) you have created on your site.


Custom Fields

With the Custom Fields filter you can display results specific to your Custom Fields.

Learn to create Form Fields.

Conditional setting

With the custom fields filter you can set a conditional setting for any custom fields created on your site.

Then, set the value specific to your selected custom field.


Default Fields

With the Default Fields filter you can display results specific to your Default Form Fields.

Learn more about Form Fields.

Conditional setting

With the default fields filter you can set a conditional setting for the default fields on your site:

  • Name contains
  • Email contains
  • Phone number contains
  • Address contains
  • Address line 2 contains
  • City contains
  • State contains
  • Country contains
  • Zip code contains

Then, set the value specific to your selected default field.


Email Activity

With the Email Activity filter you display results specific to your Email Activity.

Conditional setting

With the email activity filter you can set a conditional setting for your email activity:

Demystify email deliverability

Specify the date range by selecting a value:

  • 7 Days
  • 15 Days
  • 30 Days
  • 60 Days
  • 90 Days

Email Broadcast

With the Email Broadcast filter you display results specific to your Email Broadcasts.

Conditional setting

With the email broadcast filter you can set a conditional setting for your email broadcast:

Select your value by specifying the email broadcast.

Demystify email deliverability


Email Engagement

With the Email Engagement filter you can display results specific to your Email Engagement.

Conditional setting

With the email engagement filter you can set a conditional setting for your email engagement:

  • Healthy Contacts
  • Passive Contacts
  • Unengaged Contacts
  • Inactive Contacts

Demystify email deliverability

Select your value for your email engagement conditional:

  • Include email open data
  • Exclude email open data

Learn best practices for growing and maintaining a healthy contact list.


Email Sequence

With the Email Sequence filter you can display results specific to your Email Sequences.

Conditional setting

With the email sequence filter you can set a conditional setting for your email sequence:

  • Subscribed to
  • Not subscribed to

Learn how to subscribe contacts to an email sequence.

Select your value by specifying the email sequence.

Demystify email deliverability


Events

With the Events filter you can display results specific to your Events.

Learn more about Events.

Conditional setting

With the event filter you can set a conditional setting:

  • Registered to
  • Not registered to

Learn how to register contacts to your event.

Select your value by specifying the event.


Forms

With the Forms filter you can display results specific to your Forms.

Learn more about Forms.

Conditional setting

With the Forms filter you can set a conditional setting:

  • Submitted
  • Not submitted

Select your value by specifying your Form.


Marketing Status

With the Marketing Status filter you can display results specific to your contacts email marketing status.

Learn more about marketing emails and transactional emails.

Conditional setting

With the email marketing status filter you can set a conditional setting:

  • Subscribed
  • Hard bounced
  • Marked spam
  • Manually unsubscribed
  • Unsubscribed
  • Opted out
  • Never subscribed

Learn more about subscription status.

Specify the date range by selecting a value:

  • 7 Days
  • 15 Days
  • 30 Days
  • 60 Days
  • 90 Days
  • All time

Customers

With the Customers filter you can display results specific to your Customers.

Learn more about Customers.

Conditional setting

With the Customer filter you can set a conditional setting for:

  • Customer was active
  • Customer was not active
  • Customer joined in last
  • Is a customer

Specify the date range by selecting a value:

  • 7 Days
  • 15 Days
  • 30 Days
  • 60 Days
  • 90 Days
  • All time

Offers

With the Offers filter you can display results specific to your Offers.

Learn more about Offers.

Conditional setting

With the Forms filter you can set a conditional setting:

  • Owns
  • Does not own

Select your value by specifying your Offer(s).


Products

With the Products filter you can display results specific to your Products.

Learn how to create digital Products.

Conditional setting

With the Products filter you can set a conditional setting:

  • Has
  • Does not have

Select your value by specifying your Product(s).


Tags

With the Tags filter you can display results specific to your Tags.

Learn how to use tags.

Conditional setting

With the Tags filter you can set a conditional setting:

  • Has any
  • Has all
  • Does not have

Select your value by specifying your Tag(s).

Did you find this article helpful?

Need more help?

Contact Us